This course helps make you an indispensable team player in any insurance agency. As you work with colleagues and customers, you will do so with enhanced self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies operate is essential training for both insurance agency and company personnel.
Topics:
- Critical Issues Facing Insurance Agencies
- Legal and Ethical Obligations of Insurance Personnel
- Agency Workflow Concepts and Automation
- Minimizing Errors & Omissions Exposures
- Understanding Agency Systems